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Beacon Pointe Advisors’s Applied Materials AMAT Stock Holding History

Beacon Pointe Advisors’s Portfolio AMAT Stock Details AMAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.6M Buy
30,882
+7,624
+33% +$2.56M 0.06% 303
2025
Q4 		$5.98M Buy
23,258
+3,296
+17% +$790K 0.04% 349
2025
Q3 		$4.09M Buy
19,962
+6,544
+49% +$1.19M 0.03% 398
2025
Q2 		$2.46M Buy
13,418
+986
+8% +$156K 0.03% 446
2025
Q1 		$1.8M Sell
12,432
-493
-4% -$82.9K 0.02% 485
2024
Q4 		$2.1M Sell
12,925
-3,666
-22% -$664K 0.02% 448
2024
Q3 		$3.35M Sell
16,591
-2,286
-12% -$469K 0.04% 366
2024
Q2 		$4.45M Sell
18,877
-3,745
-17% -$804K 0.05% 307
2024
Q1 		$4.67M Sell
22,622
-2,057
-8% -$377K 0.05% 297
2023
Q4 		$4M Sell
24,679
-586
-2% -$86.1K 0.05% 335
2023
Q3 		$3.5M Buy
25,265
+10,593
+72% +$1.52M 0.04% 342
2023
Q2 		$2.12M Buy
14,672
+963
+7% +$121K 0.03% 361
2023
Q1 		$1.68M Buy
13,709
+1,530
+13% +$176K 0.03% 431
2022
Q4 		$1.19M Sell
12,179
-1,015
-8% -$97.4K 0.02% 472
2022
Q3 		$1.07M Buy
13,194
+575
+5% +$55.4K 0.02% 448
2022
Q2 		$1.15M Sell
12,619
-13,579
-52% -$1.49M 0.02% 435
2022
Q1 		$3.45M Buy
26,198
+14,410
+122% +$1.98M 0.05% 322
2021
Q4 		$1.85M Sell
11,788
-1,684
-13% -$244K 0.05% 267
2021
Q3 		$1.73M Buy
13,472
+1,814
+16% +$246K 0.04% 300
2021
Q2 		$1.66M Buy
11,658
+6,959
+148% +$934K 0.06% 249
2021
Q1 		$628K Sell
4,699
-418
-8% -$46.1K 0.04% 263
2020
Q4 		$441K Buy
+5,117
New +$378K 0.03% 296
2020
Q3 		– Sell
-3,882
Closed -$235K – 401
2020
Q2 		$235K Buy
+3,882
New +$209K 0.02% 339

Other funds holding AMAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Beacon Pointe Advisors's AMAT Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Applied Materials (AMAT) stake by 33% in Q1 2026, buying an estimated $2.56M and bringing the position to 30,882 shares worth $10.6M. The position accounts for 0.06% of the portfolio, ranked #303.

Beacon Pointe Advisors first reported a position in AMAT in Q2 2020 and has held it in 23 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Beacon Pointe Advisors held 30,882 shares of Applied Materials worth $10.6M as of Q1 2026.
  • Beacon Pointe Advisors bought 7,624 Applied Materials shares in Q1 2026, an estimated $2.56M.
  • Applied Materials made up 0.06% of Beacon Pointe Advisors's portfolio in Q1 2026, its #303 holding.
  • Beacon Pointe Advisors first reported a position in Applied Materials in Q2 2020 and has held it in 23 quarters since.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.